Our business, in conjunction with our partners, offers:
-Estate Planning
- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals
-Tax Efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability, Critical Illness, and Group Benefits)
I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.
After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.
I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.
I have been a licensed funeral director for over 30 years, working in the funeral industry for 33 years literally across the Province of Ontario. I began my career in Rainy River, almost 20 years in Thunder Bay, 4 years in Toronto and now the past 7 years in Ottawa, with Cole Funeral Services.
I have served on the Board of Funeral Services Education Advisory Committee with the creation of our new legislation. I was also honoured to serve on the Executive with the Ontario Funeral Service Association for two years.
I feel that having the ability to assist families with all aspects of the funeral arrangements, whether it be in advance of the death, at the time of the death or with the aftercare program is a huge asset to the families we serve.
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Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.
A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor. He is licensed to conduct business in every province and territory in Canada.
In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).
Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.
Limestone Senior Services helps seniors to maintain their independence, through a support person available on call.
Services include driving said senior to appointments and or shopping outings or simply providing companionship for dinners, movies, theatre etc. The support helper can also help out around the house.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE